HomeMy WebLinkAbout12-29-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
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MARY ELLEN MUNDORFCLJP.~`~`~i:-`~~..+~`'*i_~' ~.~.. PP•
5256 MEADOWBROOK DRIVE
MECHANICSBURG PA 17050
c15) .00 X
(16) 16 5.052.62 X
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
------------------------------------------------------ RECORDS !~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: OHARA DORA EFILE N0.:21 09-0457 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stooks and Bonds (Schedule B) (2) ,OQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest cSchedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 0,578.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 126,973.38
B. Total assets ca) 167,551.67
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) cg) 1.617.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 881.30
11. Total Deductions C11) 2,499.05
12. Net Value of Tax Return c12) 165, 052.62
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 165,052.62
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
DATE 12-21-2009
ESTATE OF OH,ARA DORA E
DATE OF DEATH 03-30-2009
FILE NUMBER 21 09-0457
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-19-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-)
05-14-2009 CD011258 4.10
05-14-2009 CD011248 42.06
05-14-2009 CD011256 37.96
06-25-2009 CD011411 287.25
AMOUNT PAID
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
00 = .00
045 = 7,427.37
12 = .00
15 = .00
c19)= 7,427.37
799.12
721.24
5,,457.76
TOTAL TAX PAYMENT 7,427.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.